Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The reshoring trade has moved from political talking point to capital expenditure line item, and the funds that own the picks and shovels of industrial automation have started to reflect it. Three robotics ETFs offer different ways into the theme: Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ), ROBO Global Robotics & Automation Index ETF ... 3 Robotics ETFs Positioned to Capitalize on America’s Reshoring Boom in 2026
SK Hynix’s planned U.S. listing this week will test the AI-fueled chip rally, offering investors a chance to buy a memory chip maker not named Micron Technology—or to stay away from a group that may have come too far, too fast. U.S. investors can get exposure to the country with the iShares MSCI Korea exchange-traded fund, but buying Samsung Electronics or SK Hynix individually has been almost impossible.
Momentum investing sounds like a physics law and behaves like a mood ring. The iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has ridden the AI-chip surge to a 29% year-to-date gain through July 6, but the fund just took its worst weekly hit of the year, dropping nearly 7% in the seven days ending July ... MTUM Owns the Winners, but July Could Turn Into a Momentum Bloodbath
Dell Technologies is rising sharply after President Donald Trump publicly voices his support for the company and its products. It’s not the first time he had endorsed the computer company.
Intel Corporation (NASDAQ:INTC) is one of the best long-term growth stocks to invest in now. Cantor Fitzgerald lifted the price target on Intel Corporation (NASDAQ:INTC) to $150 from $90 on June 29 and maintained a Neutral rating on the shares, telling investors in a research note that the AI infrastructure buildout is viewed as a generational […]
Intel Corporation (NASDAQ:INTC) is one of the best stocks on the rise to invest in. Intel Corporation (NASDAQ:INTC) received a rating update from HSBC on July 2. The firm lifted the price target on the stock to $200 from $100 and maintained a Buy rating on the shares. In another development, Reuters reported on June 16 […]
Samsung Electronics earnings, SK Hynix’s U.S. listing and TSMC’s June sales will give investors fresh clues on demand for AI memory chips and the durability of this year’s semiconductor rally.
The AI infrastructure boom has rewritten the rules of the semiconductor industry. Over the past 18 months, memory chips transformed from commodity products into one of the world’s most valuable bottlenecks. High-bandwidth memory (HBM), DRAM, and enterprise NAND became indispensable for Nvidia‘s (NASDAQ:NVDA) AI accelerators, sending memory manufacturers into one of their strongest upcycles in ... Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes
Is Intel stock finally ready to beat TSMC?
Dell Technologies is rising sharply after President Donald Trump publicly voices his support for the company and its products. It’s not the first time he had endorsed the computer company.
Shares of Broadcom (NASDAQ:AVGO) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through 2031. The news is fueling a broad semiconductor rebound after last week’s pullback. Advanced Micro Devices (NASDAQ:AMD) stock is up 10% to $568, and Intel (NASDAQ:INTC) stock ... Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%
These stocks were up by more than 270% at the mid-point of the year.
Investing.com -- HSBC doubled its price target on Intel to $200, the highest on Wall Street, and maintained its Buy rating, citing a stronger server CPU outlook and the decision to include Intel's foundry business in its valuation for the first time.
Another semiconductor rally, another ho-hum day for Nvidia The leading chip maker is still suffering from the fear that it won’t be one of the main beneficiaries of artificial-intelligence spending in future but analysts at Goldman Sachs preach patience. Nvidia shares were up 0.2% in premarket trading. The company’s major issue continues to be that major customers like Alphabet and Amazon are offering their own custom AI chips to third parties, even as they buy up Nvidia’s processors.
NVIDIA’s fundamentals have never looked stronger, yet its stock is limping through 2026. NVIDIA (NASDAQ:NVDA) is up just 3.2% year to date, a striking laggard in a sector where money is flooding into almost everything else. That is the paradox: the company at the center of the AI buildout has become the black sheep of ... How Nvidia Became The Black Sheep Of The Chip Stock Rally
Both tech giants are trading at premium valuations.
Intel has a lot of ground to make up on Taiwan Semiconductor.
Two of the most-watched retail trading proxies in America filed very different sets of paperwork last year. Nancy Pelosi averaged roughly one trade every 22 days over the past 12 years. Donald Trump logged more than 21,000 stock trades across eight investment accounts in 2025, roughly 60 trades per day, according to Financial Times and ... Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?
Some S&P 500 companies' second-quarter earnings grew so fast — even analysts are having trouble keeping up.
Intel was leading a chip-sector recovery, while memory storage stocks Sandisk and Western Digital were also climbing.
Stocks were gaining in premarket Monday with technology stocks prominent among the gainers. Semiconductor companies were particularly prominent as the artificial-intelligence trade took off again. Western Digital was up 4.5%, Sandisk was up 3.9%, and Micron Technology rose 2.3% as memory-and-storage companies regained their momentum after a drop last week.
↗️ easyJet (UK:EZJ): The budget U.K. airline agreed in principle to a takeover offer by U.S. investment firm Castlelake, in a deal that could exceed $7 billion. Shares jumped in London. ↗️ Strategy (MSTR): Shares in Michael Saylor's bitcoin-hoarding company climbed premarket, setting it up to extend recent gains on the back of a turnaround meant to shore up investor confidence.
This trio has dominated the S&P 500.